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Crux Wealth Advisors’s McDonald's MCD Stock Holding History

Crux Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
968
+7
+0.7% +$2.01K 0.09% 168
2026
Q1 		$299K Buy
961
+5
+0.5% +$1.59K 0.11% 146
2025
Q4 		$292K Sell
956
-52
-5% -$15.9K 0.11% 144
2025
Q3 		$306K Sell
1,008
-471
-32% -$143K 0.12% 138
2025
Q2 		$432K Sell
1,479
-16
-1% -$4.93K 0.18% 121
2025
Q1 		$467K Sell
1,495
-195
-12% -$58.3K 0.24% 116
2024
Q4 		$490K Buy
+1,690
New +$504K 0.27% 95

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Crux Wealth Advisors's MCD Position: Q2 2026 in Review

Crux Wealth Advisors increased its McDonald's (MCD) stake by 0.73% in Q2 2026, buying an estimated $2.01K and bringing the position to 968 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #168.

Crux Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $490K in Q4 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Crux Wealth Advisors held 968 shares of McDonald's worth $262K as of Q2 2026.
  • Crux Wealth Advisors bought 7 McDonald's shares in Q2 2026, an estimated $2.01K.
  • McDonald's made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Crux Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's McDonald's position peaked at $490K in Q4 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.